Summary
What you’ll impact
The AI and Data Architect will design and build a unified data foundation for our organization, creating enterprise search, governance, and AI copilots to streamline investment and operations workflows. They will translate vision into architecture, develop production‑grade systems, and operate independently with direct access to leadership. The role focuses on modern data platforms, cloud AI services, and agentic AI systems.
Responsibilities
What you'll do
- understanding our data — where it lives, what it means, how it moves across Microsoft 365, HubSpot, underwriting files, loan documents, emails, and market research.
- build the foundation: a unified knowledge layer with enterprise search, clean governance, and secure permissions.
- work hypothesis moves toward AI copilots for our investment and operations teams, and eventually an agent‑first operating model, harnessing AI to build an "appified" RRA experience.
- translate that vision into architecture.
- build it.
- enterprise search across firm knowledge, a trusted data layer connecting our core systems, AI copilots deployed to business teams, and a meaningful reduction in manual workflows.
Requirements
What you’ll bring
- Hands‑on experience with modern data platforms - e.g. Microsoft Fabric, Databricks, Snowflake or similar
- Experience building with cloud AI services - e.g. Azure AI Foundry (including Azure OpenAI), and Azure AI Search, or their AWS/GCP equivalents
- You know the difference between a working prototype and a production‑grade system — and you've shipped the latter
- Experience building agentic AI systems — multi‑step workflows where AI takes actions, not just answers questions — using frameworks like LangGraph, Semantic Kernel, OpenAI's or Anthropic's agent SDKs, or equivalent
- You understand data governance, identity management, and permissions in an enterprise environment
- You can operate independently — there's no large engineering team here, and that's intentional
- Financial services experience is a plus, not a requirement.
- Phoenix‑based is strongly preferred. Exceptional candidates in New York City will be considered.